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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,326 | $77,908+153.3% | $149,696+31.8% | $75,173+162.5% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 13.32% | 31.73%-18.4pp | 134.46%-121.1pp | 160.72%-147.4pp |
| Employer contribution / active EE | $6,421 | $3,138+104.6% | $4,821+33.2% | $2,671+140.4% |
| Participant deferral / active EE | $4,374 | $3,411+28.2% | $5,682-23.0% | $4,126+6.0% |
| Admin fee / account holder | $284 | $5,950-95.2% | $13,212-97.9% | $5,651-95.0% |